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To Bring

Please print and fill out this form and bring it with you on your next visit.

Documents & Info To Bring

 
     We have listed items below that will help us prepare your taxes faster and more accurately.  

1. Current picture ID (State drivers license, State ID or military ID card) and Social Security Card (required for all bank products and Earned Income Tax Credit)
2. Documents reflecting income such as Forms W2, 1099 INT, 1099 DIV, 1099 B, and 1099R.  
3. Prior-year federal and state tax returns if available (especially new clients). 
4. Self-employment income and expenses.
5. Office-in-home information (real estate taxes, mortgage interest, utilities, etc.)
6. New items placed in service for a business [date of purchase, date placed in service, amount paid (over $100), and name of the item]
7. Farm income and expenses (same as number six for equipment/buildings placed in service)
8. Rental of land and property for agricultural purposes
9. Unemployment compensation (Form 1099G)
10. Social security documents: (Form SSA 1099)
11. Documents that reflect real estate taxes paid in 2009 (even if you don't itemize).
12. Real estate rental and/or business income and expenses, including mileage.
13. Prior-year depreciation schedules on any rentals, equipment, buildings, etc. (new clients)
14. Contributions to pension plans (IRA, Sep, Simple IRA) or health savings accounts.
15. Any IRS notices you would like to discuss.
16. Information relating to the sale of real property including your personal residence (Form 1099S).
17. Information regarding mortgage interest, real estate taxes, charity, business employee or medical expenses and  any large ticket expenses where state-only sales tax applied. {Schedule A and New Homeowners Credit up to $8000 (HUD-1)}.
18. Sales tax information on the purchase of a car, boat, airplane, or building materials in 2009.
19. Auto or personal expenses incurred on the job.
20. Information regarding a loss from a casualty (fire, theft, natural disaster)
21. Gambling winnings and losses (Form W2G).
22. Informaton on any household employees to whom you paid $1000 or more.
23. Documents and information related to educational expenses (Forms 1098T & 1098E).
24. Any estimated tax or other payments.
25. Dependent care expenses including name, tax ID number, address of provider, and amount paid to care provider .
26. Expenses related to a move of more than 50 miles closer to a job.
27. Interest on any cashed EE or I bonds used for post secondary education, for yourself, spouse, or dependents.
28. Were you eligible to be claimed on someone else's tax return?  y/n 
29. Any expenses as a pre-college educator that were used to purchase books or classroom supplies for which you were not reimbursed.
30. Any carryover credits or losses from prior years
31. Any births, adoptions, deaths, marriages, separation or divorce in your family in 2009.

 We have included a link to a form that you may print and complete before coming to the office.   If you do not wish to complete the form, we have one at the office that may be completed in a few minutes.